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Client Welcome Information Welcome to StephanieTeranPT! Starting a new therapy is exciting, but it can also be filled with anxiety, uncertainty, fear and lots of questions. Please read this for answers
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How to fill out client welcome information

01
Prepare a client welcome packet with all required forms and information
02
Schedule a meeting with the new client to go over the welcome packet
03
Have the client fill out all necessary forms and provide any additional information required
04
Make sure to collect all completed forms and verify that all information is accurate
05
Enter the client's information into the system and update any relevant databases
06
Follow up with the client to ensure that they have received all necessary information and are satisfied with the onboarding process

Who needs client welcome information?

01
New clients who have recently signed up for services
02
Organizations or businesses looking to establish a professional relationship with a new client
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Sales or customer service teams responsible for onboarding new clients
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Client welcome information refers to the essential data and documentation that a business collects from a new client to establish a relationship and ensure compliance with regulations.
Typically, businesses providing financial services, legal services, or other regulated services are required to file client welcome information.
To fill out client welcome information, you should gather necessary details such as client identity verification documents, contact information, and any relevant financial information, then complete the designated forms accurately.
The purpose of client welcome information is to verify the identity of clients, understand their needs, and ensure compliance with laws and regulations pertaining to the services offered.
Client welcome information typically includes client name, address, date of birth, identification documents, source of funds, and nature of the intended business relationship.
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